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Step 3.7 Flash is one of the fastest low-cost open models, now live in Command Code. • 400 tokens/sec 🍃 • 256K context window • 3 reasoning levels Sharp instruction-following and strong /design taste. $1 Go plan with 10x free usage credits, best way to try it.

11,484 просмотров • 4 месяцев назад •via X (Twitter)

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AI token usage is up 10x in 7 months, compounding 40%/MONTH! There is NO BUBBLE when demand is STILL accelerating And this is just OpenRouter, it doesn't count the labs direct token usage and APIs But here's what's interesting about these numbers, the demand is coming from everywhere at once US models (OpenAI, Anthropic, Google) keep growing, while Chinese open weight models (DeepSeek, Tencent, Xiaomi, Minimax) grew even faster and now drive over 60% of usage on OpenRouter Closed source and open source both compounding at the same time. This is literally the best case scenario for AI Infra investors It means both frontier model tokens and cheaper tokens have product market fit. This means the application layer is finding ways to use both and generate ROI with both types Demand for tokens IS demand for compute. This is why SpaceX is looking to build 10GW of compute by next year, because the demand is clearly here Now combine this demand set up, with NVIDIA yesterday announcing financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third party capital for AI infrastructure And Jensen has said publicly he expects $3 to $4 TRILLION of AI infrastructure spend by 2030 The build out will have to continue for a lot longer than the market is expecting, that is very clear to me. Don't let this consolidation period in AI infra stocks shake you out, they will have their moment again and take their next leg higher p.s. if you want to see how im investing in this, you can track my real-time portfolio and the research of all 5 Milk Road PRO analysts with live trade notifications, and it's just $1 to try it out (insane price just to check it out). Learn more here: Good luck out there!

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28,320 просмотров • 1 месяц назад

We’re partnering with Paul Jankura to launch the biggest Protein Design Competition in the world, challenging people around the world to use AI to design new potential drug candidates for diseases that affect millions of lives. The competition will feature five challenges, each focused on a specific disease or biological mechanism. Compared to previous competitions, it will be a big step-up in complexity and scale to push the boundaries of AI-driven protein design. Together with Anthropic, we’re sponsoring over $1 million in experimental validation, making it possible to test more than 5,000 protein designs in our automated lab at no cost to participants. Anthropic is providing an additional $1 million in Claude credits. All experimental results will be published openly on Proteinbase, including designs that didn’t work, so anyone can access the data and build on what we learn. The competition is open to everyone and free to enter. It will feature 3 tracks: - Track 1 is aimed at expert protein designers, with up to 20 teams to be selected. - Track 2 is targeting life science academics and industry researchers. - Track 3 is open to everyone from tech enthusiasts to high-school students. By combining Anthropic’s models with access to our automated lab, we want to make it possible for anyone with a laptop and an internet connection to join the global effort to advance human health with AI. A big thanks to Modal for contributing compute for protein design and to Twist Bioscience for contributing the DNA for the experimental validation! Sign up link below -

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208,180 просмотров • 16 дней назад